Mutual Fund

Fund Investment Options Sheet (ERISA)

This form lists the investment line-up for SFR.

Download
By Mail

Security Benefit
Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit
Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

By Fax
Download
For questions or assistance, please call 800.747.3942
Mutual Fund

Fund Investment Options Sheet (NON-ERISA)

This form lists the investment line-up for SFR.

Download
By Mail

Security Benefit
Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit
Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

By Fax
Download
For questions or assistance, please call 800.747.3942
Mutual Fund

Fund Investment Options Sheet for Advisor Retirement Program

This form lists the investment line-up for Advisor Retirement Program.

Download
By Mail

Security Benefit
Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit
Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

By Fax
Download
For questions or assistance, please call 800.747.3942
Mutual Fund

Fund Investment Options Sheet for NEA Valuebuilder® Mutual Fund 403(b)7, 457 & IRA

Download
By Mail

Security Benefit
Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit
Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

By Fax
Download
For questions or assistance, please call 800.747.3942
Mutual Fund

Incoming Funds Request Advisor Program

Use this form to transfer funds from your current carrier to Security Benefit. Complete the entire form.

Download

Please print or type.

By Mail

Security Benefit
Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit
Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

By Fax
Download
For questions or assistance, please call 800.747.3942
Mutual Fund

Incoming Funds Request for Custodial Account

Use this form to transfer funds from your current carrier to Security Benefit.

Download
By Mail

Security Benefit
P.O. Box 750497
Topeka, KS 66675-0497
United States

Overnight Delivery

Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001
United States

By Fax
Download
For questions or assistance, please call 800.888.2461.
Mutual Fund

Incoming Funds Request for Valuebuilder® Mutual Fund TSA (403(b)(7) & 457)

For transferring assets from your Current Account to your NEA Valuebuilder® Mutual Fund TSA.

Must be accompanied by the Fund Investment Options Sheet.

Download
By Mail

Security Benefit
Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit
Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

By Fax
Download
For questions or assistance, please call 800.747.3942
Mutual Fund

Incoming Funds Request for Workplace Retirement Program for ERISA Plans (CS)

Use this form to transfer funds from your current carrier to Security Benefit.

Download
By Mail

Security Benefit
Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit
Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

By Fax
Download
For questions or assistance, please call 800.747.3942
Mutual Fund

Incoming Funds Request for Workplace Retirement Program for Non ERISA Plans (CS)

Use this form to transfer funds from your current carrier to Security Benefit

Download
By Mail

Security Benefit
Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit
Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

By Fax
Download
For questions or assistance, please call 800.747.3942
Mutual Fund

Incoming Funds Request SecurePoint Retirement

Use this form to transfer funds from your current carrier to Security Benefit. Complete the entire form.

Download

Please print or type.

By Mail

Security Benefit
Retirement Plan Services
PO Box 219141
Kansas City, MO 64121-9141
United States

Overnight Delivery

Security Benefit
Retirement Plan Services
430 W 7th Street STE 219141
Kansas City, MO 64105-1407
United States

By Fax
Download
For questions or assistance, please call 800.747.3942